The Role
The Tax Director leads tax engagements for nonprofits, mentors staff, ensures compliance with tax regulations, and drives client relations and practice growth.
Summary Generated by Built In
About BPM
BPM—where caring and community are in our company DNA. As a Tax Director on our Nonprofit Team, you will lead complex exempt‑organization tax engagements, mentor high‑performing teams, and help mission‑driven clients maximize impact through proactive tax strategies. Working with BPM means using your experiences, broadening your skills, and reaching your full potential—while making a positive difference for clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter
You will serve as a senior advisor to nonprofit clients (public charities, private foundations, associations, hospitals/health systems, schools, cultural institutions, and international NGOs), ensuring technical excellence in tax compliance and consulting while advancing practice growth, team development, and client experience.
Job Responsibilities:
- Lead compliance for complex exempt‑organization filings, including Forms 990/990‑PF/990‑T, related schedules (e.g., A, K, R), state filings, and multi‑jurisdictional requirements; oversee quality reviews and risk management.
- Advise on UBIT/UBTI analyses, structuring of program‑related investments (PRIs), joint ventures, partnerships/LLCs, and alternative investments; design policies to mitigate tax risk.
- Guide exemption matters (e.g., Forms 1023/1024, reorganizations, public‑support tests, private‑foundation excise tax, Chapter 42 concerns) and handle IRS/state controversy support.
- Partner with audit/advisory teams on tax topics connected to financing, bond compliance, endowments, contributed‑revenue models, and grant/award implications.
- Drive client experience and growth: scope and price engagements, lead proposals and thought leadership, cultivate C‑suite/board relationships, and develop industry eminence.
- Lead and coach managers/seniors/associates; set clear expectations, deliver timely feedback, build training content, and champion inclusion and belonging across the team.
- Contribute to practice leadership: refine methodologies, strengthen workflows, and advance data/automation in the NFP tax practice.
- Champion sustainable workplace practices by supporting remote-first operations, promoting paperless workflows through digital collaboration tools, participating in recycling initiatives to minimize paper use, and consistently demonstrate alignment with BPM’s values.
What You’ll Bring:
- Credentials: CPA or EA (required). MS‑Tax or JD/LLM preferred.
- Experience: 10+ years in exempt‑organization tax with progressive leadership; deep hands‑on expertise with 990/990‑PF/990‑T, UBIT, public‑support tests, private‑foundation rules, and multi‑state filings; controversy experience a plus.
- Technical Excellence: authoritative knowledge of IRC sections applicable to exempt orgs, partnership taxation as it relates to NFP investments, and state/local requirements; strong research, writing, and review skills.
- Leadership & Business Development: visible leadership in practice initiatives; ability to take on larger/more complex clients, run engagements end‑to‑end, meet economic goals, and coach/develop staff; active community involvement aligned with our values.
- Client Influence: executive presence with boards, finance committees, and senior management; clear communication of complex tax concepts to non‑tax audiences.
- Tools: proficiency with leading tax software/workflow platforms; comfort with data/automation to enhance efficiency and insights
BPM Offers:
- Balance & Flexibility: 14 firm holidays (including 2 floating), Flex PTO, paid family leave, winter break, summer hours, and remote work options.
- Total Rewards: personalized benefits, including 401(k) employer match; multiple medical, dental, vision offerings with up to 90% employer‑paid premiums; and pet insurance.
- Well‑Being: interactive wellness platform, progressive mental‑health resources, and Colleague Resource Groups (CRGs).
- Professional Development: performance‑based bonuses, tuition reimbursement, dedicated coaching, and rich learning through BPM University.
Who is successful at BPM:
- Caring people who put others first
- Self-starters who embody the BPM entrepreneurial spirit
- Authentic individuals with a diverse point of view
- Lifelong learners with a drive to excel
- Resilient people who rise to the occasion
Wondering if you should apply?
At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.
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BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.
Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned.
Top Skills
Forms 1023
Forms 1024
Forms 990
Forms 990-Pf
Forms 990-T
Ubit
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The Company
What We Do
BPM LLP is one of the 50 largest public accounting and advisory firms in the country. With more than 800 professionals along the West Coast – as well as offices abroad – we help clients succeed around the world. We offer a cross-functional team approach that gives clients direct access to the best and most qualified resources.
With full-service capabilities in audit, tax and advisory services, we possess in-depth knowledge of the transactional industry—its key processes, challenges surrounding growth and performance, regulatory compliance and governance—and the many other complex accounting and reporting issues you face. Our collective knowledge representing a diverse client base allows us to serve as experts in over a dozen industries.
In 2021, we are proud to be named by Forbes “Best Tax and Accounting Firms” and #22 on Vault’s “Accounting 50” ranking! We invite you to learn more about us, visit bpmcpa.com
